Finance
Analyze a bank statement with AI
Bank statements arrive as PDFs and need to become rows. This template reads the transaction table across every page and exports it in a form your bookkeeping or spreadsheet can use.
What gets extracted
- Account holder, account number and period
- Transaction date, description and amount
- Running balance per row
- Opening and closing balances
- Totals in and out
How it works
- 1Upload the statement PDF.
- 2Check the reassembled transaction table.
- 3Export as CSV for your accounting import.
Who it's for: Bookkeepers, accountants and anyone reconciling accounts by hand.
Questions
Do multi-page statements work?
Yes — the transaction table is reassembled with its headers across pages.
Is the data kept private?
Yes — private storage tied to your account, never used to train AI.